AAF NEWS FLASH

October 2009

 

As a valued client or friend of Alexander, Aronson, Finning & Co. (AAF), we are pleased to provide you with our 2009-2010 Complimentary Online Tax Planning Guide to help you plan effective tax strategies throughout the year. In this year's guide, we offer essential information and resources on the latest tax law changes and opportunities.

Some tax incentives are not permanent, so it is important to understand the timeframe available to benefit from these temporary changes. We review key dates for the best savings and offer several methods to take advantage of every tax credit and deduction available to you.

As well as covering efficient tax planning for both the present and future, we highlight significant reform making an impact in 2009/2010, including:

• The ability to convert regular IRA's into Roth IRA's in 2010 no matter what your income is;
• The possibility of high income tax rates in 2010 which would encourage some taxpayers to accelerate income and capital gains into 2009;
• Changes in itemized deductions and exemptions in 2010 that will no longer be reduced for high income taxpayers and, thus, encourage some taxpayers to defer deductions to 2010; and
• Potential changes in the estate tax that could affect your estate planning.

To access the Online Tax Guide, simply go to http://www.aafcpa.com/tax-plan.htm, click on "2009-2010 AAF Online Tax Planning Guide" at the top of the page and select a category that best fits your needs - Individual, Investors, Business, or Future Planning. Once you've selected a category, you can browse through the topics in the left hand column or even find out the latest news by clicking on the red "What's New" button in the upper left corner.

We encourage you to visit our website today and often throughout the year. If you have questions and would like to talk to one of our professionals, please contact us at 508-366-9100 or info@aafcpa.com.

Sincerely,

Your Friends at Alexander, Aronson, Finning & Co.

P.S. If you have business associates and friends who might be interested in tax planning, please feel free to share this with them. We do appreciate referrals.

 

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You are receiving this information because you are a valued client or friend of AAF. Please contact Angela Balter by e-mail (abalter@aafcpa.com) or phone (508-366-9100) if you would prefer not to receive this publication.

Any tax advice contained in this e-mail was not intended or written by the practitioner to be used (and cannot be used) by the taxpayer to avoid penalties that may be imposed under the Internal Revenue Code or state or local tax law provisions